You don't open four tools. You talk to your practice — and the system shows its work.
The chat command line is the front door for the advisor. Every analysis runs as a transparent, logged tool chain; the dedicated views (clients, planning, holdings, artifacts, audit) are there when you drill in. AI assists, the advisor controls the work product, writes require confirmation, and every model call is logged.
Maturity
Live — shipped & in production
Building — current sprint
Planned — designed, on roadmap
▸ The front door — advisor chat · pwos.app/chat
🔒 pwos.app/chat
advisor · partner-gated · Opus 4.8
›
How does the Chen household look against the current regime — anything to flag before our review?
Running a live, logged review across the household's holdings. Four tools, in sequence:
synthesis
Regime reads HARD-ASSET TILT — Gold/SPX at 0.71, your rebalance trigger is armed. The household's concentrated equity screens clean on filings; the onchain wallets clear sanctions. Net read: the managed sleeves are positioned for the tilt, but the $1.6M onchain exposure is unhedged into the regime shift — worth a collar conversation at the review.
4 calls logged · Rule 17a-4 · 7-year retention · writes require advisor confirmation
draft the collar talking points for the Chen review…
This is the showpiece, and the seams are on purpose. The advisor asks a question in plain language; PWOS runs a real multi-tool chain and shows every call, every latency, every log line. Artifact cards and receipts are authoritative; prose links are not. The transparency - AI assists, advisor controls the work product, the audit trail is visible - is the thing a competitor can't replicate by buying four point-solutions.
The dedicated views — when you drill in
The chat is primary. These are the structured surfaces an advisor opens when they need depth — each one reachable from chat, each one logged the same way.
◈
Coordinator live
Multi-step advisor workspace; Opus 4.8, partner-gated, cost-traced.
▤
Client Tab live
KYC, risk, signed docs & chat in one pane — the engagement.
⬡
Compliance Ops live
Vendor register, questionnaires, review queues, audit-log search and policy workflows.
◔
Planning live
Comprehensive planning engines, report substrate, calculators and artifact generation.
▰
Onchain explorer live
Auto-detecting multi-chain balances + staking/lending; unified managed + held-away view in progress.
▣
Firm Memory live
Static platform baseline is visible in chat; curated durable memory is building.
✦
Market Data live
Model books, watchlists, queued snapshots, options worksheets and LP reports.
▦
Artifact Studio live
PDF, DOCX, PPTX, XLSX and chart artifacts from structured receipts.
What's real, what's building, what's planned
The honest state of the platform — the technical roadmap. The foundation is built; the next two quarters wire the pieces into the single chat-first surface above.
Live today
SHIPPED · IN PRODUCTION
- Chat-first advisor CLI with advisor-controlled work product
- Live tool fan-out — EMF → EDGAR → KYW → onchain, every call logged
- Coordinator — Opus 4.8, partner-gated, cost-traced per turn
- Client tab — KYC, risk, signed docs & chat in one pane
- Comprehensive planning substrate - net worth, allocation, tax, education, protection, estate, charitable, funding-flow, backtest and calculators
- Governed artifact cards - DOCX, PDF, PPTX, charts and spreadsheets from structured receipts
- Market-data operations - Altruist model books, Active/Tracking/Watchlist rows, queued snapshots and provider-usage telemetry
- Options and Uniswap reporting - advisor-controlled worksheets, readiness diagnostics, renderer handoffs and LP report customization
- Multi-chain onchain explorer — auto-detects EVM / Solana / Bitcoin / XRP; balances, staking & lending
- Native onchain pipeline — daily balances recorded in GCP (no third-party host in path)
- Sanctions / KYW screening (Scorechain) + travel & logistics assistant
- Public security posture + document & e-sign pipeline
Building
CURRENT SPRINT
- Producer UIs - planning inputs, calculators, model picker, options-overlay ledger and report-package controls
- Chat workspace polish - collapsible panels, mobile-lite chat and richer context/artifact drawers
- Memory curation - human-confirmed durable memories and stale-memory review
- Bias and review dashboard - random sampling, prompt/response retrieval and human review queues
- Logs command center - unified model, tool, access and action trace views
Planned
DESIGNED · ROADMAP · Q2+
- Vault strategies surfaced — yield across rails, with NAV
- Open market-data service — open, agent-callable analysis (nexus-core)
- Full multi-custody NAV + statement engine
- Trust-company / IRA-onchain custody wedge
- Locked model-book run history before model overlays become report-ready records
- Forkable substrate — pwos-core, Apache 2.0
how we build
We hold the platform to the standard we sell. This state map is downstream of AI-assisted and human-reviewed engineering work across the platform. Stale assumptions are treated as defects, artifact cards are rendered from structured receipts, and the audit trail is part of the product rather than a side channel.
▸ pwos.app is the third ring — the strategic arc
RING 01
Protocol & Infrastructure
Validator infra, staking, the on-chain substrate the capital flows through.
RING 02
Tokenized-Asset Rails
Institutional rails — the DAT vehicle, qualified custody, the plumbing that makes onchain investable.
RING 03 · YOU ARE HERE
PWOS — the operating system
Where advisor, client, analysis and audit trail converge. The surface that turns infrastructure into a fiduciary relationship.